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W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$129M
2
Capital World Investors
Capital World Investors
California
+$90.7M
3
CVA
Ceredex Value Advisors
Florida
+$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$52.5M
2
Millennium Management
Millennium Management
New York
-$43.8M
3
ACM
Atlanta Capital Management
Georgia
-$41M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$40.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$1.65M -$70K -2,092 -4%
GWI
202
Grace & White Inc
New York
$1.64M – – –
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$1.61M +$544K +16,020 +51%
SO
204
STRS Ohio
Ohio
$1.6M +$51.9K +1,550 +3%
HighTower Advisors
205
HighTower Advisors
Illinois
$1.58M +$1.58M +47,311 New
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$1.55M -$3.21M -95,699 -67%
SVWAG
207
Sound View Wealth Advisors Group
Georgia
$1.54M +$67 +2 +0%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$1.54M – – –
AI
209
Atria Investments
North Carolina
$1.53M +$114K +3,404 +8%
DIA
210
Dean Investment Associates
Ohio
$1.52M +$152K +4,527 +11%
DDC
211
DF Dent & Co
Maryland
$1.51M – – –
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.47M -$1.81K -54 -0.1%
MOACM
213
Mutual of America Capital Management
New York
$1.37M +$17.2K +513 +1%
FG
214
Foster Group
Iowa
$1.35M – – –
AB
215
Amalgamated Bank
New York
$1.35M -$86.2K -2,574 -6%
Ensign Peak Advisors
216
Ensign Peak Advisors
Utah
$1.32M -$6.43K -192 -0.5%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.32M -$5.19K -155 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
218
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.31M +$21.5K +643 +2%
ERSOT
219
Employees Retirement System of Texas
Texas
$1.31M – – –
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$1.3M -$70K -2,090 -5%
DCM
221
Dupont Capital Management
Delaware
$1.29M -$733K -21,882 -36%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$1.28M -$38.1K -1,139 -3%
IAA
223
Independent Advisor Alliance
North Carolina
$1.28M +$29.8K +889 +2%
WCWM
224
Willow Creek Wealth Management
California
$1.24M – – –
NW
225
NewEdge Wealth
Pennsylvania
$1.18M +$1.18M +35,260 New
7 8
9
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